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Disclosery

PERRYMAN FINANCIAL ADVISORY INC /AD: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PERRYMAN FINANCIAL ADVISORY INC /AD on IYW, newest first. How the timeline and the estimate are built.

PERRYMAN FINANCIAL ADVISORY INC /AD held 1,865 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,865 shares
    Change vs previous 13F -25 shares

    0.06% of the 13F portfolio, value $470,409.

    13F-HR 0001214659-26-008887 filed by PERRYMAN FINANCIAL ADVISORY INC /AD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 1,890 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $342,884.

    13F-HR/A 0001214659-26-005219 filed by PERRYMAN FINANCIAL ADVISORY INC /AD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,890 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $377,395.

    13F-HR 0001214659-26-001667 filed by PERRYMAN FINANCIAL ADVISORY INC /AD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).